Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,592 institutions that hold shares in the stock, with a total of 9 Billion shares, which have been reported (via 13F filing form) to have a value of $2.41 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
10,921
shares
|
$2.92 Million
0.55% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
10,917
shares
|
$2.92 Million
1.33% of portfolio
|
Q4 2023
Added 1.75%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
10,914
shares
|
$2.92 Million
1.34% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
10,900
shares
|
$2.92 Million
2.45% of portfolio
|
Q4 2022
New holding
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
10,885
shares
|
$2.91 Million
1.11% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
10,861
shares
|
$2.9 Million
0.78% of portfolio
|
Q3 2025
Reduced 79.6%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
10,861
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
10,851
shares
|
$2.9 Million
0.78% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
10,833
shares
|
$2.9 Million
1.99% of portfolio
|
Q4 2025
Reduced 4.66%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
10,832
shares
|
$2.9 Million
1.98% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
10,819
shares
|
$2.89 Million
1.85% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
10,818
shares
|
$2.89 Million
0.9% of portfolio
|
Q4 2025
Reduced 4.49%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,818
shares
|
$2.89 Million
2.69% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
10,817
shares
|
$2.89 Million
1.3% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
10,801
shares
|
$2.89 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,794
shares
|
$2.89 Million
0.92% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
10,787
shares
|
$2.89 Million
0.59% of portfolio
|
Q2 2022
Reduced 86.64%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
10,782
shares
|
$2.88 Million
1.81% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
10,765
shares
|
$2.88 Million
0.93% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
10,752
shares
|
$2.88 Million
0.92% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
10,728
shares
|
$2.87 Million
6.22% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
10,725
shares
|
$2.87 Million
1.79% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
10,714
shares
|
$2.87 Million
1.59% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
10,701
shares
|
$2.86 Million
48.06% of portfolio
|
Q2 2023
Reduced 85.27%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
10,688
shares
|
$2.86 Million
1.26% of portfolio
|
Q3 2025
Added 15.73%
|
|